Wealth Strategy Analyst bei Ghr

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
 

Job Description:
Answers estate and financial planning questions for clients by performing a variety of analyses and then creating specific recommendations for the customer based on those analyses. Works with Wealth Strategist to gather and analyze data, and develop recommendations. Prepares and analyzes balance sheets, financial projections and transfer tax illustrations. Usually works with a Wealth Strategist; however, may have primary responsible for client relationship.

Key Responsibilities:

• Gather financial data from a variety of sources (clients and internal and external partners)

• Review, analyze, and flowchart estate planning instruments

• Prepare and analyze balance sheets, financial projections, and transfer tax illustrations

• Create initial draft of client letters

• Research estate and financial planning matters

• Participate in internal and external client meetings

• Administrative duties as needed

Desired Qualifications:

• Financial planning skills: Basic understanding of a wide range of subject matters including income taxation, stock options, insurance, investments, and cash flow modeling.

• Estate planning skills: Basic understanding of the transfer tax system and core tax savings strategies such as annual gifts and GST trusts. Familiarity with advanced concepts such as charitable and non-charitable split interest trusts (CRTs, CLTs, GRATs, QPRTs).

• Strong analytical skills

• High attention to detail

• Excellent written and verbal communication skills

Desired Skills:

• Familiarity with Microsoft Office Suite (Excel, PowerPoint, Word, Outlook), legal and tax research resources, and third-party software such as BNA Income Tax Planner, NumberCruncher, and WealthTec

• JD, CFP, CPA, or currently pursuing same

• BA/BS in Finance, Accounting, or other business related major preferred

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Based on the experience of the candidates, this role can be hired at a Wealth Strategies Analyst level I, level II, or level III

For internal employees; participation in a work from home posture does not make you ineligible to post.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - WA - Seattle - 401 Union St - Rainier Square (WA1510)

Pay and benefits information

Pay range

$76,200.00 - $136,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Jetzt bewerben